Smart Money Radar / Tickers / TFII

TFII Transportation

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
119
of 249 total, index funds excluded
This quarter
+29
19 out
Conviction
5 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2017Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $6.2B held
FundValueNote
Caisse de depot et placemen… $776M
FIL Ltd $521M
1832 Asset Management L.P. $432M
JANUS HENDERSON GROUP PLC $402M
FMR LLC $398M
ROYAL BANK OF CANADA $334M
VANGUARD CAPITAL MANAGEMENT… $247M
Federation des caisses Desj… $238M
MANUFACTURERS LIFE INSURANC… $222M
NATIONAL BANK OF CANADA /FI/ $152M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.